Filed October 25, 2018
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,711 | $108,825-13.0% | $156,181-39.4% | $82,448+14.9% |
| Participation rate | 64.1% | 72.4%-8.3pp | 78.8%-14.7pp | 68.1%-4.0pp |
| Annual return | 11.10% | 20.59%-9.5pp | 64.87%-53.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,774 | $2,870-38.2% | $4,294-58.7% | $2,551-30.5% |
| Participant deferral / active EE | $2,842 | $4,577-37.9% | $6,132-53.7% | $4,139-31.3% |
| Admin fee / account holder | $2,118 | $9,341-77.3% | $14,586-85.5% | $7,234-70.7% |